Anthropic

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Mar 5, 2026 by Tal Kershenbaum · said 8 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Nathan Latka (6), Eugene Cheah (1), Andrew Warner (1)

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2026 6 mentions in 3 episodes 2 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode

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Everything said about Anthropic, oldest first

Mar 5, 2026 bearish
Prediction Didn’t hold up
Kershenbaum predicts Anthropic's Claude will avoid targeting niche month-end accounting workflows
“Can Claude focus on, on that specific use case and try to wage war? Yeah, I think it's highly unlikely though for them to do so.”
Tal Kershenbaum Mar 5, 2026 ▶ 21:05 How Ledge Reached $1M ARR with 24 Customers Paying $3K/Month | Tal Kirschenbaum
Jul 1, 2026 bullish
Prediction Not checkable as stated
Cheah: Global AI Market Will Segment into Domestic Sovereign Models
“So they are going to the direction of highly tailored sovereign AI models for the domestic market. And we actually see this happening more and more. So for Cohear, they will service the Canadian market. For the US market is going to be served by OpenAI Entropi…”
Eugene Cheah Jul 1, 2026 ▶ 15:08 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
Jul 1, 2026 bullish
Disclosure
Featherless Targets Startups Burning $100K Monthly on OpenAI and Anthropic
“We also realized that there is a lot of money on the table right now where you can go after the startups that, hey, I just built my entire startup or SMB on OpenAI or Entropic, and I'm burning a 100,000 dollars a month. And I do not know what I was doing. And …”
Eugene Cheah Jul 1, 2026 ▶ 10:40 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
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